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Ares Management

356 hedge funds and large institutions have $7.92B invested in Ares Management in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 122 increasing their positions, 130 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $5.86M

1.28% more ownership

Funds ownership: 79.89%81.18% (+1.3%)

2% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 54

6% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 130

3% less funds holding

Funds holding: 366356 (-10)

28% less capital invested

Capital invested by funds: $11.1B → $7.92B (-$3.13B)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
356
Holders Change
-10
Holders Change %
-2.73%
% of All Funds
6%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
53
Increased
122
Reduced
130
Closed
54
Calls
$13.5M
Puts
$5.86M
Net Calls
+$7.64M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
376
Stonnington Group
California
-$316K -4,100 Closed
NCM
377
Noesis Capital Mangement
Florida
-$329K -4,048 Closed
PCS
378
Personal CFO Solutions
New Jersey
-$294K -3,625 Closed
LWAC
379
Laurel Wealth Advisors (California)
California
-$286K -3,525 Closed
RJT
380
Raymond James Trust
Florida
-$259K -3,192 Closed
EWM
381
Evercore Wealth Management
New York
-$252K -3,100 Closed
JIC
382
Joel Isaacson & Co
New York
-$233K -3,036 Closed
USCWA
383
U.S. Capital Wealth Advisors
Texas
-$244K -3,000 Closed
ISWM
384
Independent Solutions Wealth Management
New York
-$234K -2,882 Closed
Sumitomo Mitsui Trust Group
385
Sumitomo Mitsui Trust Group
Japan
-$231K -2,846 Closed
SS
386
Simplicity Solutions
Minnesota
-$228K -2,810 Closed
FIM
387
Fernwood Investment Management
Massachusetts
-$227K -2,800 Closed
P
388
&Partners
Tennessee
-$226K -2,780 Closed
HKIMG
389
Hutchens & Kramer Investment Management Group
Indiana
-$220K -2,652 Closed
AAS
390
Avantax Advisory Services
Texas
-$203K -2,500 Closed
RW
391
RVW Wealth
California
-$203K -2,500 Closed
SAS
392
Stelac Advisory Services
New York
-$122K -1,507 Closed
FAG
393
Fortitude Advisory Group
Washington
-$76K -930 Closed
VNA
394
Valley National Advisers
Pennsylvania
-$65K -800 Closed
PCG
395
Private Capital Group
Connecticut
-$55K -677 Closed
RTC
396
Riverview Trust Company
Washington
-$20K -252 Closed
JWA
397
JFS Wealth Advisors
Pennsylvania
-$9.68K -140 -96%
CP
398
Corbenic Partners
Pennsylvania
-$10K -123 Closed
HPC
399
HM Payson & Co
Maine
-$9K -106 Closed
PFS
400
Prospera Financial Services
Texas
-$5K -60 Closed